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Hi, Currently, in Zoho CRM’s Blueprint process, the Automatic Transition feature does not allow for conditional assessments before execution. This limitation significantly imp...
  • 4 replies
  • last reply by
  • 3 days ago
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If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads i...
  • 18 days ago
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Hello Zoho developers 💻 I just went through the Webforms functionality in Zoho CRM. 🔹Webforms simplify the process of capturing visitors or users information from your websi...
  • 4 months ago
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Why can there only be one home screen created by a user and only one home screen shared with a role? The CEO should be able to view all of the home screens shared with all rol...
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Problem: The limited number of validation rules with custom functions in Zoho CRM (three in the Enterprise Plan and five in the Ultimate Plan), along with the restriction of t...
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Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of...
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Please watch this video: https://www.youtube.com/watch?v=NFxBDHgDA10 Here is the transcript... 0:34 account when a call comes in your caller 0:37 is instantly identified and m...
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Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automation...
  • 2 replies
  • last reply by
  • 1 year ago
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I have a CRM workflow rule calling a webhook endpiont. I would like to be able to use CRM Variables in the URL: currently the workaround is to wrap the webhook in a custom fun...
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Just seeing if there is a work around for this problem or if others have experienced it ? We send out single email repsonses to contacts and attach a couple of documents to ea...
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We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep...
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Hi folks,  We all have customers (contacts) that leave their employeer (account). Currently, there is no way to archive these contact records so to not show up in searches. Wo...
  • 2 years ago
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It would be helpful to add the contact's main phone number to the log a call page.  It seems the logical process would be to hit "log a call" then go to dial the phone from th...
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Hi Friends I am looking for suggestions for Zoho development company who can modify Zoho CRM as per our requirements. We are in the field of Education consultancy and want to ...
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Just wondered if anyone here has successfully set up Zoho CRM for lawyers? I'm in the process of doing this along with integrating an online accounting app. Would be intereste...
  • 6 replies
  • last reply by
  • 2 years ago
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It would be extremely helpful if while entering a new lead for instance, when you typed in an email, phone number, or last name, the system would scan in the background for re...
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1. please consider adding the Lead Source field as a standard field in the Accounts module. Most of my B2B clients use a custom picklist Lead Source field in the Accounts modu...
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Warum ist es nicht möglich, eingehende oder ausgehende Anrufe direkt aus dem Telefon-Fenster (PhoneBridge) einer Chance zu zuordnen? Derzeit müssen total aufwendig die Anrufe ...
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I have customers all over the world and it would be a nice feature to have in Zoho CRM so that when I am looking at a lead or a contact or an account, there is a clock within ...
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We are new (30+ days) to Zoho CRM and are having a lot of success getting it implemented, but there's one nagging item that our salesmen are complaining about. We have created...
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